WrapManager Inc’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-25,764
| Closed | -$277K | – | 283 |
|
|
2017
Q4 | $277K | Buy |
+25,764
| New | +$277K | 0.09% | 212 |
|
|
2017
Q1 | – | Sell |
-71,646
| Closed | -$647K | – | 238 |
|
|
2016
Q4 | $647K | Buy |
+71,646
| New | +$647K | 0.25% | 95 |
|
|
2016
Q1 | – | Sell |
-74,010
| Closed | -$605K | – | 171 |
|
|
2015
Q4 | $605K | Buy |
+74,010
| New | +$605K | 0.29% | 88 |
|